MS Dynamics CRM is a Customer Relationship Management software by Microsoft. Browse through the contents of the program.
MS Dynamics CRM Course Outline |
Navigating Microsoft Dynamics CRM |
Working with Microsoft Dynamics CRM in Outlook |
Creating personalised CRM views |
The functionality of Dynamics CRM modules |
The relationship between account, contact and lead records |
How to search and find data |
Creating and managing CRM records and activities |
Progressing sales prospects from a lead to order |
Tracking customer service issues using CRM cases |
Using CRM dashboards |
Introducing the core CRM record types used in Sales Management |
Qualifying and disqualifying leads and opportunities |
Working with CRM product tables |
Creating sales quotes and orders |
Using CRM lists, views and dashboard charts to review sales data |
Customising CRM sales reports, charts and dashboards |
Applying automated sales workflows |
Using goal tracking to measure performance |
Introducing CRM marketing campaigns |
Building and managing CRM marketing lists |
Creating marketing campaigns & quick campaigns |
Developing campaign templates |
Importing leads |
Capturing campaign responses |
Assigning campaign activities |
Working with & editing campaign reports & dashboards |
Creating & managing marketing goals |
Getting Started with Service Management |
Tracking service cases |
Working with cases in the service list |
Using service dashboards & charts |
Understanding case queues & case routing |
Configuring automated service emails |
Automated case escalation and service level agreements |
Using CRM dialogs for service scripts |
Using the CRM knowledge base module |
Configuring service goals |